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Pretty stable here with the exception that SOLALTs have done a little rebound.

SOL has also outperformed Bitcoin the last 10 days.

MSTR and TSLA pretty steady

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Comments

Chewie

I need more TSLA!

Gudrun

Looking at my % allocations and shocked to realise I’m more of a Solana maximalist than James 😳. Not sure if I should be amused or alarmed 😂

Lifeonbeta

My greatest concern with TSLA is the concentration risk with Elon. If he disappears suddenly (death etc), is there anyone who can readily takeover? Much like in Apple or Berkshire, successors were known. Also, let's face it: Elon is TSLA. His brilliance is unmatched, but that is also a potential downside.

GMGains

Thanks James. I dont see INJ, IREN and BTDR in there. Are they so tiny?

CaesarFomonus

Anyone else expect to see ENPH @ 70s or even 60s before a trend reversal?

Aaron

Elons mentioned attempts on his life. I assume he has thought of this possibility and has a plan in place.

Garrett

I'm torn between TSLA & MSTR. I just dumped MSTR at $1820, but acc. James it might be faster than TSLA until year's end.

Rrrick

Appreciate this so much. Got my TSLA position to 27% of my portfolio yesterday on the pullback.

AliveandKicking

James where is the miner video? CLSK earnings real soon..... What should we expect from this earnings report on the stock price.... up? Down? It is now post halving and many of us are holding CLSK...

King Lewy

James have you considered swapping part of your MSTR into CLSK? Love to see your chart on this pair

Ronna

Hi James! Will you be reallocating with the market changes the past few days?